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Strategies & Market Trends : Thailand -- Ignore unavailable to you. Want to Upgrade?

To: Tom who wrote (305)	11/2/1997 9:24:00 PM
From: Aaron Weiss	Respond to of 457

Tom, I think you're right for another reason as well: 45% of Japan's exports go to SE Asia. With the recent currency debacle, Japanese goods are now much more expensive in Thailand, Malaysia, etc, so the demand for these exports will likely plummet. Japan will suffer mightily, which is not a good thing since they're already in such precarious financial condition (with regard to their banking sector). When Japan suffers, the US suffers since the Japanese have been such avid buyers of both our Treasuries and big cap stocks. If they have a sudden need to raise some serious cash to deal with the troubles in their banking system, guess where they're going to do it? A friend pointed this out when I was trying to downplay the impact of the troubles in SE Asia on the US. Food for thought, Aaron